cfp exam review and primer...
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Review Primer for the CFP®
Certification Examination This 4-day review primer provides an “extra step” for those who are preparing for the CFP® Certification Examination. The curriculum includes strategies for approaching case studies and accompanying questions, advanced calculator usage and problems, and test-taking techniques and methodology. This course is recommended to be taken in conjunc-tion with the 6-day review course.
Management 833.378AB 3.1 CEU Reg# 254977Q
Classroom Sessions: Sat & Sun, 8am-6pm, Apr 25 & 26 Westwood: G33E UCLA Extension Bldg., 10995 Le Conte Ave.
Online Sessions: Wed, Thu, Sat & Sun, Apr 29; May 2, 3, 6 & 7
Through Mar 25: $495 / After: $545 Discounted fee through Mar 25 for PFP certificate students: $395 / After: $445
Review Course for the CFP®
Certification Examination This 6-day course provides an extensive review of topics that form the basis of the CFP® Certification Examination. The live instructor-led classroom environment helps build self-confidence and increase know-ledge while providing immediate feed-back from the instructors and other participants. Class exercises review several case studies and employ the necessary techniques to approach the various types of exam questions.
Management 833.374 5.1 CEU Reg# 254720Q
Fri, Sat & Sun 8am-6pm, Jun 12, 13, 14, 26, 27 & 28, 6 mtgs Westwood: 320, 1010 Westwood Center, 1010 Westwood Blvd.
Course fee: $1,150 Discounted fee for PFP certificate students: $1,000
Early enrollment is advised as enrollment is limited. Students are highly encouraged to purchase, at an additional cost, the Keir review course study materials and read them prior to the live review. Instructors: Nancy J. Le Claire, BA, CPA®, CFP®
Linda L. Hewitt, BS, CRPC, CFP®
Co-Founders of Financial Planning Educational Solutions, a training firm that specializes in personal financial planning educational programs and the CFP® Exam Review Course.
CFP® Certification Examination Information Exam Date Testing Window: July 28-Aug 1, 2015
Visit cfp.net for more information and to register for the CFP® Exam.
Business, Management, and Legal Programs
CFP Exam Review Courses Fully prepare for the July 2015 Exam
2-3-15. Not printed at state expense. Printed on recycled paper.
To learn more visit: uclaextension.edu/pfp_cfpreview Or contact Phil Williams: (310) 206-1689; email [email protected].
Enrollment Online Visit uclaextension.edu for full information about our courses. Click on “Quick Enroll” and enter Reg#. Complete the online enrollment form for secure registration.
Phone Call (310) 825-9971 Mon-Fri, 8am-5pm, using your American Express, Discover, JCB, MasterCard, or Visa card.
Questions / Further Information Call Philip Williams at (310) 206-1689 or email [email protected]. You may also visit our website at uclaextension.edu/pfp_cfpreview.
In accordance with applicable Federal laws and University policy, the University of California does not discriminate in any of its policies, procedures, or practices on the basis of race, color, national origin, sex, sexual orientation, age, or disability. Inquiries regarding the University's equal opportunity policies may be directed to Office of Registrar, UCLA Extension, Suite 214, 10995 Le Conte Ave., Westwood; Voice/TDD: (310) 825-8845. For information on services for students with disabilities, or questions about accessibility, please call (310) 825-7851 (voice or TTY). Wheelchair accessible.
About our Programs Recognized by employers throughout Los Angeles and beyond, UCLA Extension offers two CFP Board-registered certificate programs. These programs equip students with a thorough understanding of the entire financial planning process and provide relevant coursework for students who are planning to sit for the CFP®
Certification Examination. To meet the busy schedules of working professionals, students have the option of completing their coursework in either live evening classes or instructor-led online courses.
Whether you’re considering a career change into financial planning or are already in the field and want to expand your prospects, UCLA Extension has the program options to meet your needs!
To learn more about our financial planning programs visit uclaextension.edu/pfp_programs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
General Information Keir Course Materials You are highly encouraged to buy (at an additional cost) the Keir review course pre-study materials and read them prior to the live review.
To purchase the CFP® Certification Examination Basic Review Package from Keir Educational Resources, call (800) 795-5347.
Identify yourself as a UCLA Extension student.
Repeat Policy You are eligible to repeat the next scheduled review course and/or review primer (space permitting) for a $75 retake fee per course.
CPE Credit These courses may be applied toward the State of California’s continuing professional education (CPE) requirement for the re-licensure of Certified Public Accountants.
Refunds A service charge of $30 is withheld from all refunds (full refund if course is canceled, discontinued, or rescheduled). Refund requests must be postmarked or phoned in by the last business day before the first class meets (no refunds after this date).
Parking For more information call (310) 825-9971 or visit uclaextension.edu.
Tax Credit You might be eligible for a tax credit for fees paid at UCLA Extension. For details, see the tax information in the general information section of the quarterly catalog, or visit uclaextension.edu.